MARJORIE AND EDWARD ILLIG FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MARJORIE AND EDWARD ILLIG FAMILY FOUNDATION (EIN 95-4603488)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-04-28
- IRS object ID
- 202031199349100508
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-04-28T12:11:53-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 621804322 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMPANION CPA GROUP PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 343 FOUTCH DR | AddressLine1Txt |
| City | COOKEVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954603488 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MARJORIE & EDWARD ILLIG FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARJ | BusinessNameControlTxt |
| Phone | 9313197654 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3567 PINEWOOD DRIVE | AddressLine1Txt |
| City | COOKEVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38501 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAELA M BUSH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9313197654 | PhoneNum |
| Signature | 2020-04-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LOU ALICE FUNK CPA | PreparerPersonNm |
| PTIN | P01207030 | PTIN |
| Phone | 9315267041 | PhoneNum |
| Preparation | 2020-04-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,910,861 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $325 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $325 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $46,763 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $46,763 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$31,404 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $158,095 | GrossSalesPriceAmt |
| Total Rev And Expnss | $15,684 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $47,088 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $780 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $780 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,980 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,980 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $9,451 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,451 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $6,238 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $963 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $160 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $18,464 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,189 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $160 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $150,720 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $150,720 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $169,184 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,189 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $150,880 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$153,500 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $33,899 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $505 | CashBOYAmt |
| Cash EOY | $13,380 | CashEOYAmt |
| Cash EOYFMV | $13,381 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $17,460 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $482,555 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $502,078 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,066,668 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,392,087 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,395,402 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,084,633 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,888,022 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,910,861 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,084,633 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,888,022 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,084,633 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,888,022 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,084,633 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,888,022 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,084,633 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$153,500 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,931,133 | SubtotalAmt |
| Other Decreases | $43,111 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,888,022 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| RUSSELL INVESTMENTS | P | 2019-11-05 | 2019-12-02 | $771 | $761 | $10 | $10 |
| FIRST WESTERN SHORT DURATION | P | 2018-12-21 | 2019-12-02 | $5,607 | $5,766 | -$159 | -$159 |
| MAINGATE MLP FUND | P | 2018-08-01 | 2019-12-02 | $4,949 | $7,014 | -$2,065 | -$2,065 |
| PIMCO COMMODITY REAL RETURN | P | 2013-12-10 | 2019-12-02 | $4,792 | $11,156 | -$6,364 | -$6,364 |
| RUSSELL INVESTMENTS | P | 2017-12-06 | 2019-12-02 | $56,258 | $80,022 | -$23,764 | -$23,764 |
| RUSSELL INVESTMENTS INTERNATIONAL | P | 2018-02-21 | 2019-12-02 | $25,959 | $28,944 | -$2,985 | -$2,985 |
| RUSSELL INVESTMENTS SHORT DUR | P | 2018-11-05 | 2019-12-02 | $9,541 | $9,356 | $185 | $185 |
| RUSSELL INV US SMALL CAP | P | 2018-12-21 | 2019-12-02 | $8,357 | $9,349 | -$992 | -$992 |
| FIRST WESTERN SHORT DUR | P | 2018-12-21 | 2019-12-02 | $387 | $398 | -$11 | -$11 |
| PIMCO COMMODITY REAL RETRN | P | 2012-09-11 | 2019-12-02 | $217 | $550 | -$333 | -$333 |
| RUSSELL INVESTM EQUITY INCOME | P | 2017-12-06 | 2019-12-02 | $3,270 | $4,652 | -$1,382 | -$1,382 |
| RUSSELL INVESTMENTS INTL | P | 2018-12-21 | 2019-12-02 | $3,888 | $4,335 | -$447 | -$447 |
| RUSSELL INVESTMENTS US SMALL | P | 2018-12-21 | 2019-12-02 | $6,480 | $7,250 | -$770 | -$770 |
| RUSSELL INVESTMENTS US SHORT | P | 2011-01-04 | 2019-12-02 | $20,323 | $19,946 | $377 | $377 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$38,700 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$2,369 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $89,175 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,926,624 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046286 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $95,974 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,023,699 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.093752 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $56,559 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $959,207 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.058964 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $48,170 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,004,944 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047933 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $45,295 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,050,917 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043100 | DistributionYr5Rt |
| Total Distribution | 0.290035 | TotalDistributionRt |
| Average Distribution | 0.058007 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,913,390 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $110,990 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $339 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $111,329 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $150,880 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $339 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $339 | SubtotalAmt |
| Tax Based On Investment Income | $339 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,880 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,880 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,541 | OverpaymentAmt |
| Applied To ES Tax | $2,541 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MICHAELA M BUSH | IndividualWithBooksNm |
| Phone | 9313197654 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3567 PINEWOOD DR | AddressLine1Txt |
| City | COOKEVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MICHAELA M BUSH | ||||||||
| 3567 PINEWOOD DR | COOKEVILLE | TN | 38501 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| ADAM LIEBELT | ||||||||
| 1501 EAST GRAND AVENUE 2403 | ESCONDIDO | CA | 92027 | VICE PRESIDE | 0.00 | $0 | $0 | $0 |
| MEGAN L LIEBELT | ||||||||
| 1935 WASHINGTON BLVD 1 | PASADENA | CA | 91104 | SECRETARY | 0.00 | $0 | $0 | $0 |
| ANNA M LIEBELT | ||||||||
| 6909 TUMBLING TRAIL | FORT WORTH | TX | 76116 | TREASURER & | 0.00 | $0 | $0 | $0 |
| RITA M LIEBELT | ||||||||
| 3540 FALLEN LEAF PLACE | GLENDALE | CA | 91206 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| KATHERINE I SCHNEIDER | ||||||||
| 3832 SAN AUGUSTINE DRIVE | GLENDALE | CA | 91206 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JOHN E SCHNEIDER | ||||||||
| 3832 SAN AUGUSTINE DRIVE | GLENDALE | CA | 91206 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,928,168 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,360 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,942,528 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,942,528 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,138 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,913,390 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $95,670 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $95,670 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $339 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $339 | TotalTaxAmt |
| Distributable Before Adj | $95,331 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $95,331 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $95,331 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $150,880 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $150,880 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $339 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $150,541 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $95,331 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $4,003 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $4,003 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $150,880 | QualifyingDistributionsAmt |
| Applied To Current Year | $95,331 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $55,549 | RemainingDistriFromCorpusAmt |
| Total Corpus | $59,552 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $59,552 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $4,003 | ExcessFromYear2Amt |
| Excess From Current Year | $55,549 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MICHAELA BUSH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3567 PINEWOOD DRIVE | AddressLine1Txt |
| City | COOKEVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9313197654 | RecipientPhoneNum |
| Recipient Email Address | ILLIGFAMILYFOUNDATION@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | PLEASE SEND LETTER OF REQUEST WITH A BRIEF CASE STATEMENT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEPTEMBER 1 - OCTOBER 31 | SubmissionDeadlinesTxt |
| Restrictions On Awards | PRIMARILY CATHOLIC EDUCATIONAL AND WELFARE PROGRAMS. ORGANIZATION MUST BE A QUALIFIED IRC SECTION 501(C)(3) ORGANIZATION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| GOOD SHEPHERD SHELTER | |||||||
| CATHOLIC CHARITIES OF LOS ANGELES INC | P O BOX 15095 | LOS ANGELES | CA | 900150095 | DOMESTIC VIOLENCE SHELTER | $7,000 | |
| LITTLE SISTERS OF THE POOR | |||||||
| 2100 SOUTH WESTERN AVE | SAN PEDRO | CA | 907324389 | SUPPORT FOR ELDERLY POOR | $3,000 | ||
| SACRED HEART ELEMENTARY SCHOOL | |||||||
| 2109 SICHEL STREET | LOS ANGELES | CA | 90031 | CHRISTIAN EDUCATION | $4,000 | ||
| SISTERS OF SOCIAL SERVICE | |||||||
| 4316 LANAI ROAD | ENCINO | CA | 91436 | VOCATIONAL PROGRAMS | $8,000 | ||
| THOMAS AQUINAS COLLEGE | |||||||
| 10000 OJAI ROAD | SANTA PAULA | CA | 93060 | EDUCATIONAL PROGRAMS | $7,500 | ||
| MEND-MEET EACH NEED WITH DIGNITY | |||||||
| 10641 N SAN FERNANDO ROAD | PACOIMA | CA | 91331 | SOCIAL WELFARE PROGRAMS | $5,000 | ||
| FATHER KEN'S VINEYARD INC | |||||||
| PO BOX 1339 | SANTA CLARA | CA | 95052 | SOCIAL WELFARE PROGRAMS | $10,000 | ||
| PAULIST EVANGELIZATION MINISTRIES | |||||||
| PO BOX 29121 | WASHINGTON | DC | 200170121 | CATHOLIC DISCIPLESHIP PROGRAMS | $10,000 | ||
| ST THOMAS AQUINAS CHURCH | |||||||
| 421 N WASHINGTON AVE | COOKEVILLE | TN | 38501 | YOUTH PROGRAMS | $5,220 | ||
| COOKEVILLE PREGNANCY CLINIC | |||||||
| 714 N DIXIE AVE | COOKEVILLE | TN | 38501 | CARE OF THE UNBORN & NEW MOTHERS | $5,000 | ||
| ARCHDIOSCESE OF LOS ANGELES | |||||||
| 3424 WILSHIRE BOULEVARD | LOS ANGELES | CA | 900102241 | CATHOLIC ARCHDIOCESE PROGRAMS | $30,000 | ||
| CATHOLIC EXTENSION | |||||||
| 150 SOUTH WACKER DRIVE | CHICAGO | IL | 60606 | NASHVILLE SEMINARIAN TUITION | $8,000 | SUITE 2000 | |
| CALIFORNIA MISSIONS FOUNDATION | |||||||
| P O BOX 23035 | SANTA BARBARA | CA | 93121 | PRESERVATION OF BOOKS | $8,000 | ||
| ST JOHN'S SEMINARY | |||||||
| 5012 SEMINARY ROAD | CAMARILLO | CA | 930122500 | SEMINARIAN TUITION | $10,000 | ||
| ST BEDE THE VENERABLE | |||||||
| 215 FOOTHILL BOULEVARD | LA CANADA FLINTRIDGE | CA | 91011 | CAMPUS REVITALIZATION | $30,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $150,720 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $325 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $46,763 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$31,404 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $47,088 | ExclusionAmt |
| Related Or Exempt Function Incm | -$31,404 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,684 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $1,980 | Amt |
| Net Investment Income | $1,980 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| POOLED EQUITY FUNDS | $1,178,501 | $1,131,341 |
| OTHER SECURITIES AND ETF | $213,586 | $264,061 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $780 | LegalFeesAmt |
| Net Investment Income | $780 | NetInvestmentIncomeAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PD ADJ TO BASIS | Desc |
| Amt | $43,111 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK FEES | $15 | $15 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $9,451 | Amt |
| Net Investment Income | $9,451 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| CHARITABLE REGISTRATION FEE | $150 | $150 | |
| FOREIGN TAX PAID | $963 | $963 | |
| STATE TAX | $10 | $10 | |
| US EXCISE TAX | $5,115 |